KTC

Kistler-Tiffany Companies Portfolio holdings

AUM $616M
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 11.61%
2 Technology 8.5%
3 Consumer Discretionary 4.83%
4 Industrials 4.62%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$25K 0.01%
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$25K 0.01%
280
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$24K 0.01%
83
429
$24K 0.01%
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$24K 0.01%
40
431
$24K 0.01%
640
432
$23K 0.01%
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434
$23K 0.01%
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110
436
$23K 0.01%
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437
$23K 0.01%
500
438
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446
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$22K 0.01%
35
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$22K 0.01%
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$22K 0.01%
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$22K 0.01%
357
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$22K 0.01%
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$22K 0.01%
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$22K 0.01%
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448
$21K 0.01%
101
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$21K 0.01%
113
450
$21K 0.01%
254